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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-08 |
| AL | RA | APPROVED | 2022-07-13 |
Branch Locations
1 Perimeter Park S Ste 318N, Birmingham, AL 35243 • United States
600 Boulevard South Suite 302, Huntsville, AL 35802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Wealth Management Group, Llc | Birmingham | AL | 12/2019 | Present |
| Ballard Enterprises, Inc | Birmingham | AL | 01/2020 | 09/2020 |
| Protective Life Insurance Company | Birmingham | AL | 08/2016 | 12/2019 |
| Ae Wealth Managment, Llc | Topeka | KS | 07/2022 | Present |
1) Alliance Wealth Management Group Yes, Investment Related; 1 Perimeter Park South, Suite 318N, Birmingham AL 35243; Insurance Sales; Agent; Start Date 10/2022; Approx. 1 hours a month; Approx. 1 hours during trading; Insurance Sales and Services. 2) American Financial Education Alliance (AFEA); Investment Related: No; 8514 McAlpine Park Drive, Suite 280, Charlotte NC 28211; Financial Education; Chapter Owner; Start Date 07/2022; Approx hours per month: 4; Approx hours during trading: 0; Assist with educating attendees on Social Security and Medicare benefits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-25 |
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